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Carter & Carter Financial

(541) 225-5868
Address: 871 Country Club Rd, Eugene, OR 97401
Committed to your financial success.


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Carter & Carter Financial:Eugene,
    OR on Business Yellow pages Ad


BUSINESS OVERVIEW
 

Description

Welcome to Carter and Carter Financial providing Eugene area individuals and businesses with integrated financial services for nearly 30 years. Our success is based largely on the loyalty of our clients and our changing services. We strive to create customized financial plans that integrate your goals, portfolio and tax situation.

Our services include, but are not limited to:
• Financial Planning
• Asset Management
• Tax and Accounting

Call or visit our website to schedule an appointment today.
 

Tax Services

Service
  • Tax Returns

  • Tax Planning

  • Payroll Taxes

  • Estate Taxes

  • Enrolled Agents

Specialty
  • Personal

Financial Planners

Service
  • Estate Planning

  • Financial Planning

  • Asset Management

  • Tax Planning

  • Estate Management

  • Investment Management

  • Retirement Planning

  • Guardianships and Conservatorships

  • Investment Planning

Type
  • Fee-Based

  • Personal

  • Commercial

Investment Services

Investment
  • Stocks and Bonds

  • Annuities

  • Mutual Funds

  • Money Market Funds

  • Retirement Accounts

Type
  • Personal

  • Commercial

Service
  • Investment Advisory Service

General

Assurances
  • Registered

Details
  • Associations: National Association of Securities Dealers

  • Associations: Securities Investor Protection Corporation

Services
  • Tax Planning

  • Taxes

Service Area

Serving: Eugene OR, Eugene OR (Metro)
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    This Business Can Be Found In

    OR > Eugene > Investment Services: Stocks and Bonds, Annuities, Mutual Funds, Money Market Funds, ...
    OR > Eugene > Tax Services: Tax Returns, Tax Planning, Payroll Taxes, Estate Taxes, Enrolled Agents, ...
    OR > Eugene > Financial Planners: Estate Planning, Financial Planning, Asset Management, Tax Planning, ...
     
    The information, assurances and other representations on this page (collectively the "information") have been provided by the advertiser and have not been verified by Dex. The advertiser is solely responsible for the accuracy and truthfulness of all such information including without limitation information provided concerning any certifications, specialties, licenses or the like and any warranties, pricing and/or discounts. You should contact the advertiser to verify the information contained in this advertisement before relying on it. Dex expressly disclaims any and all liability in connection with the information contained in this advertisement and any use thereof or reliance thereon.

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    Carter & Carter Financial
    871 Country Club Rd
    Eugene, OR 97401
    (541) 225-5868
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